ESWIN Computing (奕斯伟计算) Pre-IPO: Tearsheet
ESWIN Computing has passed the HKEX hearing. In this tearsheet, we look at the company's business and operating profile, its industry backdrop, its...
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Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
453 Views
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
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Earnings Week of April 26th
TXN, NOD, TER, INTC, MXL, ASM, STM, ON, KLA, LRCX, VRT, Aixtron, MXL. This earnings post will be a bit less detailed than usual....
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Fabricated Knowledge Quarterly Review
This is the first edition of a quarterly summary piece to highlight my ideas and best pieces quarterly. This is one of the 16th-best quarters in...
522 Views